Plan Ledger DOL Form 5500 · updated monthly

Summitview Child and Family Services, Inc.403(b)

SUMMITVIEW ERISA 403(B) PLAN · PLACERVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.50%

Summitview Child and Family Services, Inc. reported $3,297 in plan administrative expenses for 2022: 0.50% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,980th of 9,483), and 11,192nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$673,008
Participants with balances42
Active participants138
Employer contributions—
Employee contributions$174,176
Employer contribution per active participant—
Average account balance$16,024
Benefits paid to participants$10,663
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,297
Total administrative$3,297
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,297 · 0.50%
Similar plansHealth Care & Social Assistance · California
Our Best Life Inc CA$702K · 0.70%
Harbinder S Brar MD Inc CA$650K · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943181886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.